What do I need to discuss with my Financial Planner about my SMSF before 30 June?
With 30 June around the corner, time is quickly running out to speak with your Financial Planner and Tax Advisor about the latest superannuation legislation & your SMSF. Are you across all the changes to superannuation that come into effect as of 1 July? Do you need to make any adjustments to your SMSF?
This webinar is vital as part of your pre 30 June planning.
Duration: 45 minutes
Presented by: Peter Hogan, Head of Technical, SMSF Association
Peter Hogan is the SMSF Association's Head of Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Advisor and former Chair and National Board member of the Association.